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2024-12-13 05:02:05

Trump said that individuals or companies that invest more than $1 billion in the United States will get accelerated approval. US President-elect Trump wrote in a post on his social media Truth Social on Tuesday: "Any individual or company that invests more than $1 billion in the United States will get comprehensive and accelerated approval and permission, including but not limited to all environmental approvals." This is the latest sign that Trump intends to relax the supervision of federal agencies and attract more foreign investment during his second term.The new Indian central bank governor: We have made progress in inclusive finance, but there is still more work to be done; Efforts will be made to further utilize technology without stifling innovation.Putin had a phone conversation with Hungarian President Orban on the situation in Ukraine. According to the Tass news agency, Russian President Vladimir Putin and Hungarian Prime Minister Orban discussed the further development of energy projects.


The commander of Syrian democratic forces said that under the mediation of the US, Syrian rebels and Syrian democratic forces reached a ceasefire agreement in the northern city of Mambiji.Ministry of Finance of Korea: Korea's financial market is still facing uncertainty.Details of the "Teze Meeting" exposed Trump's friendliness. Zelensky said that he wanted security. Two sources said that during his first meeting with Trump after the US election, Ukrainian President Zelensky emphasized that Ukraine needed security in any negotiations with Russia to end the conflict. French President Macron presided over the meeting in Paris. The three leaders talked for 35 minutes without a consultant, and did not discuss any specific details of the vision of peace, but four people familiar with the matter said that Trump reiterated his hope for an immediate ceasefire and a rapid end to the war through negotiations. One of the sources said that Trump was friendly, respectful and open, and seemed to be listening. A source said: "Some key points were mentioned during the meeting. For example, some people said that peace needs to be guaranteed, because a ceasefire alone is not enough. Putin may break the ceasefire again without proper guarantee as before." The source said that Trump "he is considering all the details." Several officials close to Trump said that Trump's direct contacts with Zelensky were generally cordial, which was different from some of his previous public statements, including calling Zelensky "the greatest salesman on earth" because he requested and accepted billions of dollars in US military assistance.


Xie Yunliang, macro chief analyst of Cinda Securities, said that historically, the establishment of a "moderately loose" policy orientation needs to meet two major conditions, namely, the domestic pressure to stabilize prices is high and the foreign Federal Reserve is in a loose cycle. At present, it is judged that both situations may exist next year.Ukrainian industrial sources: The attack on an oil depot in the Bryansk region of Russia did not affect the oil transportation to Europe via Ukraine.Morgan Asset Management: In 2025, there are sufficient reasons to continue to over-allocate US stocks. Sylvia Sheng, global multi-asset strategist of Morgan Asset Management, said that there are sufficient reasons to continue to over-allocate US stocks and increase exposure to small and medium-sized stocks. She pointed out that although the valuation may look high, it is expected that the profit growth of S&P 500 companies will continue. Sheng wrote that it is estimated that in 2025, the contribution of the six giants in the S&P 500 index to the profit growth of the other 494 stocks will be the same, and the profit growth of these six giants is expected to slow down from 40% in 2024 to 22%. In the international market, Morgan Asset Management continues to over-allocate Japanese stocks, and its quantitative model shows that the yield of Japanese stocks is attractive and the bottom-up profitability is strong.

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